Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,228 | $232,540-97.8% | $185,117-97.2% | $147,586-96.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | -3.79% | 43.03%-46.8pp | 40.50%-44.3pp | 578.59%-582.4pp |
| Employer contribution / active EE | $432 | $5,195-91.7% | $4,182-89.7% | $4,876-91.2% |
| Participant deferral / active EE | $963 | $5,834-83.5% | $5,045-80.9% | $5,439-82.3% |
| Admin fee / account holder | $125 | $10,275-98.8% | $8,159-98.5% | $10,886-98.9% |